HCM
Howard Capital Management Portfolio holdings
AUM
$6.68B
This Quarter Return
+11.25%
1 Year Return
+21.2%
3 Year Return
+75.15%
5 Year Return
+127.24%
10 Year Return
–
AUM
$527M
AUM Growth
+$527M
(-6.2%)
Cap. Flow
+$57.8M
Cap. Flow
% of AUM
10.96%
Top 10 Holdings %
Top 10 Hldgs %
89.98%
Holding
64
New
12
Increased
34
Reduced
6
Closed
8
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$26.6M |
| 2 |
ProShares Ultra Health Care
RXL
|
$24.4M |
| 3 |
ProShares Ultra S&P500
SSO
|
$13.1M |
| 4 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$5.84M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
$4.25M |
Top Sells
Sector Composition
| 1 | Technology | 0.87% |
| 2 | Communication Services | 0.38% |
| 3 | Consumer Discretionary | 0.35% |
| 4 | Consumer Staples | 0.34% |
| 5 | Financials | 0.22% |
